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[@macaronicapital](/creator/twitter/macaronicapital)
"$CART used to own majority of the grocery delivery business. Now it's under thread from the major players. $AMZN announced in August it will expand same-day perishable delivery to 2300 cities by year-end up from 1000 currently $UBER unveiled a nationwide partnership with Aldi in September covering 2500 stores $DASH expanded its agreement with Kroger to 2700 locations $WMT committed to providing delivery in three hours or less to XX% of U.S. households by the end of 2025 What happened to Instacart"  
[X Link](https://x.com/macaronicapital/status/1975228222095659085) [@macaronicapital](/creator/x/macaronicapital) 2025-10-06T15:54Z XXX followers, XXX engagements


"Guggenheim has commenced coverage of Uber (UBER) with a Buy rating highlighting the company's robust network advanced technology and strong brand appeal. Uber's multi-platform network which is significantly larger than its closest competitor positions it well for future autonomous vehicle integration. Expecting autonomous vehicles to make up XX% of U.S. rideshare by 2035 Guggenheim analyst Michael Morris sees Uber as poised to benefit from this trend. Additionally Uber's delivery sector which includes grocery and retail is set for double-digit growth. Morris has set a target price of $140"  
[X Link](https://x.com/macaronicapital/status/1978249532900041029) [@macaronicapital](/creator/x/macaronicapital) 2025-10-15T00:00Z XXX followers, XXX engagements


"Uber predicts more human drivers with autonomous cars The number of humans employed by Uber will actually increase as self-driving vehicles become more commonplace the companys head of autonomous mobility and delivery Sarfraz Maredia predicted at the World Economy Summit. One reason is that the companys driving and food delivery businesses are still expanding into new markets. Also it must balance between providing enough vehicles to serve consumers at peak times without so many that cars are sitting dormant during other hours. The solution Maredia said is humans and robots working together."  
[X Link](https://x.com/macaronicapital/status/1980300916101112073) [@macaronicapital](/creator/x/macaronicapital) 2025-10-20T15:51Z XXX followers, 1076 engagements


"Uber rebrands Green as Electric offers US drivers $4000 to switch to EVs $UBER"  
[X Link](https://x.com/macaronicapital/status/1981075492603064327) [@macaronicapital](/creator/x/macaronicapital) 2025-10-22T19:09Z XXX followers, XXX engagements


"$UBER 's Hospital Commuting Push ShiftMed recently announced the expansion of its integration with Uber Health enabling more than XXX million US hospital employees to access Uber rides for work shifts through ShiftMed Flex with ride costs automatically deducted from shift earnings and no upfront payments required. This integration aims to reduce transportation barriers for clinicians potentially strengthening staff retention and patient care by streamlining access to reliable cost-free commuting options within health systems"  
[X Link](https://x.com/macaronicapital/status/1981077270832836704) [@macaronicapital](/creator/x/macaronicapital) 2025-10-22T19:16Z XXX followers, 1678 engagements


"Wells Fargo analyst initiates coverage on Affirm with a Overweight rating and announces Price Target of $XX $AFRM"  
[X Link](https://x.com/macaronicapital/status/1981077743052763404) [@macaronicapital](/creator/x/macaronicapital) 2025-10-22T19:18Z XXX followers, XXX engagements


"In a potential escalation of his trade conflict with China President Donald Trump is exploring sanctions on a vast array of software-powered exports to Beijing"  
[X Link](https://x.com/macaronicapital/status/1981078063833059780) [@macaronicapital](/creator/x/macaronicapital) 2025-10-22T19:19Z XXX followers, XXX engagements


"$UBER $SPOT $NFLX next"  
[X Link](https://x.com/macaronicapital/status/1981156574191317502) [@macaronicapital](/creator/x/macaronicapital) 2025-10-23T00:31Z XXX followers, 1511 engagements


"In theory ads support a usage based model for chatgpt. Subscription based model doesnt make sense as each query requires significant compute. Unless compute costs drops drastically or there is a projection that displays compute price per query on y and time on x (overall decay due to technological advancements or price hikes) gpt needs ads to come even close to profitability"  
[X Link](https://x.com/macaronicapital/status/1981163230363046141) [@macaronicapital](/creator/x/macaronicapital) 2025-10-23T00:58Z XXX followers, XX engagements


"@SayNoToTrading @AskRobinhood Hey man Ive seen you have a lot of issues with hood. Is there a reason you keep using them"  
[X Link](https://x.com/macaronicapital/status/1981425506797953200) [@macaronicapital](/creator/x/macaronicapital) 2025-10-23T18:20Z XXX followers, XXX engagements


"Hibbett Joins Uber Eats for On-Demand Streetwear and Sneaker Delivery. Nearly XXX Hibbett stores nationwide join the Uber Eats retail platform. Uber One members enjoy free delivery on eligible orders. The partnership expands Uber Eats retail category beyond food. $UBER"  
[X Link](https://x.com/macaronicapital/status/1981369004124963250) [@macaronicapital](/creator/x/macaronicapital) 2025-10-23T14:35Z XXX followers, XXX engagements


"Guggenheim reiterates $UBER with a Buy and maintains $XXX price target"  
[X Link](https://x.com/macaronicapital/status/1981369416966131879) [@macaronicapital](/creator/x/macaronicapital) 2025-10-23T14:37Z XXX followers, 1211 engagements


"Uber and WeRide have partnered to launch robotaxi rides in Riyadh marking the first time autonomous vehicles have been publicly available on Uber's platform in Saudi Arabia. Each vehicle includes a safety operator for now. They plan to move to fully driverless operations in the future. $UBER $WRD"  
[X Link](https://x.com/macaronicapital/status/1981711230600433673) [@macaronicapital](/creator/x/macaronicapital) 2025-10-24T13:15Z XXX followers, 2198 engagements